Best Adam Koos Podcasts (2025)

1
Unlock the Power of Tech in Finance: Automation Strategies for Advisors with Arielle Minicozzi 35:27

8d ago35:27

35:27

In this episode of the Advisors Fuel Podcast, host Adam Koós interviews Arielle Minicozzi, founder of Sphynx Automation. Arielle shares insights on how financial advisors can work smarter by automating business processes using low or no-code technology tools. Drawing from her extensive background as a financial planner, Arielle emphasizes the impor…

1
Marketing in 2025 with Marketing Guru Todd Schuchart 31:23

25d ago31:23

31:23

Todd Schuchart (www.razorridge.com) is an entrepreneur who has figured out marketing to generate leads. He discusses this plus give the following wisdom: Do your homework. Know what you want and with whom. There's tremendous value in your industry knowledge. Establish your voice, regularly. You know your business better than anyone. Don't try to pl…

1
Succession Planning 101 5:17

1M ago5:17

5:17

Learn large companies have similar succession planning issues as small ones. The owner/CEO has to address the issue. Who, what, when, why, and how are important. Know your options. A company making $1 million a year probably won't sell to a professional buyer (PE or Family Office) and one making $5 million probably has to sell to a professional buy…

1
"Buy and Hold" is Broken: How Top Financial Advisors are Protecting Clients' Money and Standing Out 43:37

1M ago43:37

43:37

In this episode of The Advisor’s Fuel podcast, host Adam Koós sits down with John Kosar, Chief Market Strategist and Founder of Asbury Research, along with Jack Kosar, VP of Investment Strategy. With over 40 years of experience in technical analysis, John shares insights into how Asbury Research helps financial professionals make smarter investment…

1
Everything You Want to Know About Franchising (in ~25 minutes) with Adam Goldman 26:38

1M ago26:38

26:38

Adam Goldman is, The Franchise Coach and sees a big part of his mission as de-mystifying franchising. Adam owned a Vanguard Cleaning and Restoration master franchise for 8.5 years and sold it when he received an unsolicited offer. He is now a franchise coach and consultant who places about 30 people per year in over 100 territories. He works with a…

1
John is the Special Guest on the BCF ORG Podcast 13:11

1M ago13:11

13:11

Listen as John discusses key factors to increase value so owners can Exit With Style, Grace, and More Money®. John Martinka Jessica Martinka Contact us via either website or give us a call and be sure to check out our videos https://nokomisadvisory.com/ https://www.martinkaconsulting.com/ https://www.youtube.com/c/JohnAMartinka/videos 425-515-4903…

1
Lisa Forrest on SBA Loan Changes and Tips to Buyers and Sellers 28:04

2M ago28:04

28:04

Lisa Forrest with Live Oak Bank is a regular guest. Given there were only a few, but extremely important, changes in the latest SOP she shares: Tips to buyers when dealing with a bank (FYI, don't just throw a CIM or financial statements at them and ask how much they'll lend) Buyers need to look at more than the financial statements, i.e., the non-f…

1
A Man of Many Talents - Jim Stevenson with Lessons for All Businesses 24:19

2M ago24:19

24:19

Jim Stevenson offers a lot and discusses it here. He helps people with: Fundraising M&A - know your objectives and be flexible Strategy Transformation (restructuring, growth, getting ready to exit) We discuss mistakes owners make and how he helps fix them. He's also affiliated with Medimusic, a company using imbedded music to help dementia patients…

1
Mitch Francis - Author of Bad-Ass Solutions on Overcoming Roadblocks and Finding Opportunities 24:18

2M ago24:18

24:18

Mitch Francis is truly a visionary. He shares how he sees opportunity where others don't. This has allowed him to take companies from startup to going public. He is also an inventor with seven patents. Listen as he discusses overcoming roadblocks and successfully solving problems. He is the author of Bad-Ass Solutions, a non-partisan primer on solv…

1
John is a Guest on "The Exit Plan" with Barnaby Cook 26:55

3M ago26:55

26:55

On this episode of "The Exit Plan" John discusses the Seven Key Factors to Increase Value and a lot more about Exiting With Style, Grace, and More Money. John Martinka Jessica Martinka Contact us via either website or give us a call and be sure to check out our videos https://nokomisadvisory.com/ https://www.martinkaconsulting.com/ https://www.yout…

1
La Tonya Roberts - Fractional COO on Using AI to Scale and Easy to Fix Mistakes Owners Make 26:52

3M ago26:52

26:52

After a career with Deloitte and Booz Allen La Tanya Roberts went solo as a fractional COO. She not only helps business owners on operational matters she helps them use AI to scale. Listen as she also shares three mistakes many owners make, which keep them from growing. You can reach La Tonya at www.harmonyconsultinggroup.org John Martinka Jessica …

1
From Idea to Impact: The Ultimate Podcasting Success Guide with Traci Deforge, Produce Your Podcast 1:05:25

3M ago1:05:25

1:05:25

In this episode, we sit down with Traci DeForge, a podcasting expert with three decades of experience in broadcast media and Fortune 500 consulting. As the founder of Produce Your Podcast, Traci shares her insights on launching and sustaining a successful podcast. We dive into the key steps for getting started, overcoming imposter syndrome, choosin…

1
Adam Koos with Elevate and Exit on Building a Transition Plan (and More) 29:04

3M ago29:04

29:04

Adam Koos is the founder of Libertas Wealth Management Group and Elevate and Exit, which helps owners build a 12-step transition plan. Given studies show: 80% of a majority of business owners wealth is the value of their business and, 80% of businesses don't sell (FYI, this is not true for mature, profitable, and fairly priced businesses). Any incr…

1
Listen to John as a guest on The People Dividend Podcast 20:37

3M ago20:37

20:37

John discusses increasing value, selling a business, and it's all centered around the importance of the business' people. Why founders need to rely on others, the best use of great employees, why relationships rule, and more. John Martinka Jessica Martinka Contact us via either website or give us a call and be sure to check out our videos https://n…

1
Ken Rusk - Entrepreneur and Philanthropist Shares Thoughts on Business and Life 21:16

3M ago21:16

21:16

Ken Rusk is the founder and president of Rusk Industries, which owns and runs multiple construction companies with over 200 employees. Ken shares his thoughts on business and leadership including how a true owner needs to be a visionary, working in clouds not the trenches. To build value, and you've surely heard this before, he says to get as unnec…

1
The Advisor's Fuel Podcast coming soon! 0:30

4M ago0:30

0:30

The Advisor's Fuel Podcast with Adam Koos, where high performing Financial Planners and Wealth Advisors discover proven processes and actual strategies to elevate their client experience, grow their businesses faster and achieve unprecedented success. Brought to you Adrenaline Advisor Consulting at https://adrenalineadvisor.com/…

1
Super Entrepreneur Matt Tait Shares Secrets to Scaling a Business 22:07

4M ago22:07

22:07

A fascinating discussion with Matt Tait, who: Is a recovering lawyer Comes from a family of entrepreneurs Is a multiple time entrepreneur Is currently the CEO of Decimal Hosts a podcast titled, "After the First Million," which is for startups, those in the "messy middle" of growth, and people in a large company At Decimal he leads a team of over 10…

1
John & Todd Greenbaum Discuss Scaling a Business to over 200 Employees 25:29

4M ago25:29

25:29

Todd Greenbaum is the founder of Input 1, goto Premium Finance, and Aja Winery. Todd's advice includes: Never give up; run through the wall Don't keep too much (responsibility) to yourself, i.e., delegate You have to always work on staying ahead of the competition You will face challenges, it's what you do to overcome them Always hire smart(er) peo…

1
Leveraging Qualified Opportunity Zone State Tax Credits with Andrew Doup 32:08

4M ago32:08

32:08

In this episode of Elevate Your Business, Adam welcomes Andrew Doup, founder of Syndication Counsel, to discuss the powerful tax benefits of Qualified Opportunity Zones. Andrew shares his expertise on how these zones work, the federal and state tax incentives they offer, and how investors can strategically leverage them to maximize their returns wh…

1
Smart Strategies for a Successful Business Exit with Joseph Sofia 47:45

5M ago47:45

47:45

In this episode of Elevate Your Business, Adam sits down with Joseph Sofia, Regional President of First National Bank in Central Ohio. With expertise in commercial and middle-market banking, loan origination, portfolio management, and credit analysis, Joseph shares practical insights for business owners navigating the complexities of scaling and se…

1
Listen to Michael McLean with the Bad Ass Brotherhood 30:18

5M ago30:18

30:18

Michael McLean has owner numerous businesses and now works with men to help them achieve fulfillment in life. He's a former professional hockey coach turned into an 8 figure entrepreneur. He's also a marketing expert, helping many clients scale their business. Key takeaways include: Many successful people worry more about legacy than money. They do…

1
Discussion with Lior Arussy on Growing and Selling a Business 22:09

5M ago22:09

22:09

Lior Arussy left the corporate world to start his own business focusing on better serving clients. His firm had well over 100 employees and helped many major corporations. We discussed: Only taking on the right clients (my saying is, the only thing worse than no client is a bad client) Don't be jealous of the big guys - have a better product and ag…

1
How I Built It with Andy Fruechtnicht, Founder and CEO of Single Source IT - Elevate Your Business 52:02

5M ago52:02

52:02

In this episode of Elevate Your Business, Adam continues the "How I Built It" series with Andy Fruechtnicht, CEO, President, and Founder of Single Source IT, based in Columbus, Ohio. Andy shares his journey from his very first job to becoming a successful entrepreneur in the IT industry. He talks about what inspired him to start his business and th…

1
If You Don't Invest You Collapse 6:07

5M ago6:07

6:07

From the headlines: Cuba's electrical grid went down and the whole country went dark. There are lessons in this for lower middle market companies, including: You must make capital expenditures before they're needed If you have FFE&V you need to spend money to grow EBITDA is misleading where there are fixed assists The episode ends with some great q…

1
Getting 'Exit Planning' Out of Your Vocabulary with Bob St. Germain 43:46

6M ago43:46

43:46

In this episode of "Elevate Your Business," Adam talks with Bob St. Germain, Managing Director and Principal at Corporate Finance Associates in Columbus, Ohio, about why exit planning is essential for business owners from day one. Bob explains the importance of integrating exit strategies from day one, transforming the way owners think about and pl…

1
The People Dividend - A Discussion with Mike Horne 20:48

6M ago20:48

20:48

Mike Horne leads the "People Dividend" movement and is the host of The People Dividend Podcast. His new book is aptly titled, "The People Dividend." He joins John to discuss: Work in the new era What exactly is The People Dividend Why dignity, kindness, and respect are keys to success His work helping fix people, teams, and organizations Mike works…

1
Simplifying Estate Planning with Dan Baron of Baron Law 42:18

6M ago42:18

42:18

In this episode of "Elevate Your Business," Adam sits down with Dan Baron, an expert in estate planning, elder care law, probate, and business succession, to simplify the often daunting process of estate planning. Together, they explore important topics like whether or not you should avoid probate and how the probate process can impact your assets.…

1
The Art of the Question with Special Guest Sean Grace 21:40

7M ago21:40

21:40

Sean Grace is the author of, "The Art of the Question." Sean is the owner of Peak LUMA (www.peakluma.com) and an advisor and coach to people in all levels of business. He offers comprehensive training sessions on using questions (and more) to help people advance their careers and improve their business operations. During our discussion we cover: Th…

1
Recruiting and Attracting Top Talent with Robb Christenson and Chuck Nauman of Peerless Search 33:31

7M ago33:31

33:31

In this episode of "Elevate Your Business," Adam sits down with Robb Christenson and Chuck Nauman, Co-Founders and Partners at Peerless Search, a leading talent solutions firm specializing in Finance, Accounting, and Tech placements. Robb and Chuck share their insights on the current state of recruiting, emphasizing the crucial role of authenticity…

1
Growing a Family Business with Jim Creagan, President of CRossingWell Consumer Health 22:27

7M ago22:27

22:27

Jim Creagan is a second generation owner who has grown the business organically and by acquisition. He discusses: Joining (buying) the business from his dad (and working with dad) Learning management on the fly Acquiring other companies Outsourcing with industry partners How his risk profile has changed Fascinating discussion with tips for any and …

1
Building a Business That's Ready for Sale (and more) with Joshua Monge 26:30

8M ago26:30

26:30

Fascinating discussion with Joshua Monge who does fractional COO work for small businesses (up to about $10 million in sales. We cover: Empowering Business Owners to Step Away from the Day-to-Day How Fractional COOs Can Transform Mid-Sized Businesses The Role of Technology in Scaling Service-Based Businesses Building a Business That’s Ready for Sal…

1
Debt, Financials, and Pay Attention (to them) 6:27

8M ago6:27

6:27

There's a Seattle area school district in a deep financial hole, as per the state auditor and their own management team. I don't know the whole story but often well meaning people like the mission and don't understand the workings. Large business, small business, school district, or non-profit, you can't spend more than you take in (for very long).…

1
CFO Secrets: Maximizing Profits with CFO Strategies with John Aman, Partner at B2BCFO 38:30

8M ago38:30

38:30

In this episode of "Elevate Your Business," Adam welcomes John Aman, Partner at B2BCFO and a 30+ year veteran in the financial services industry. Specializing in lower and middle-market privately held companies with revenues ranging from $2 million to $60 million, John shares his expertise on how CFOs analyze financials to drive profit growth. Adam…

1
What an Owner Should Do and Not Do to Increase Value 6:14

8M ago6:14

6:14

Business buyers look for areas where they can improve and add value. Business owners should be looking to see where they can add value. Too many owners do too many things below their pay grade. Listen to learn: Things buyers look for that they can do better than the current owner (and easily add value). Eight common areas an owner works on that are…

1
The Future of Accounting and CPAs with David Hartley 45:41

9M ago45:41

45:41

In this episode of "Elevate Your Business," Adam sits down with David Hartley, Partner-In-Charge at Anders CPA and Advisory, to explore the evolving landscape of accounting, tax work, and CPA services in a post-pandemic world. David shares his insights on how the industry is changing, revealing what he sees as the "cheat code" to thriving in this n…

1
Seven Things an Owner Should Think About Before Selling (and a Buyer Should Want to Know) 7:26

9M ago7:26

7:26

In our soon to be released book, Exit With Style, Grace, and More Money we cover things an owner should think about (besides getting the business soaring and in tip-top shape). Buyers should want the seller to think through these things because if no thought is given the chances seller remorse increase. Listen to learn and here some examples. John …

1
Understanding ESOPs with Joseph Sophia, Troy Starr, and Greg Daugherty 52:23

9M ago52:23

52:23

In this episode of "Elevate Your Business," Adam discusses Employee Stock Ownership Programs (ESOPs) with experts Joseph Sophia, Troy Starr, and Greg Daugherty. They explain how ESOPs work, differentiating them from other business exit plans and employee benefits. Learn about the benefits ESOPs offer to both employers and employees, making them an …

1
Leadership for a Better Business and a Smoother Exit with Jonathan Bennett 29:14

9M ago29:14

29:14

Jonathan Bennett did the corporate thing, started his own advisory firm, sold it to management, and now helps owners and C-level leaders improve. We discuss the following topics and get into detail on being emotionally ready to sell your business and preserve its legacy. Navigating the Emotional Journey of a Merger or Acquisition of Your Company Cr…

1
Navigating Digital Business Acquisitions for IT Professionals with Michael Frew 32:21

10M ago32:21

32:21

In this episode of "Elevate Your Business," Adam chats with Michael Frew of Dev Driven Acquisitions to explore the world of digital business acquisitions. Michael shares his journey from the corporate sphere of software engineering to online business purchases. He discusses the benefits for IT professionals of acquiring established online businesse…

1
Business Tips & Competitive Advantage Go Together 4:25

10M ago4:25

4:25

It's easy to find good business tips and examples of great competitive advantages. Just as easy to find examples of mistakes and no competitive advantage (competing on price is one that is not-so-good). Listen to hear everyday examples of both. John Martinka Jessica Martinka Contact us via either website or give us a call and be sure to check out o…

1
Discussion with Attorney Michelle Bomberger on the Changing World of Non-Compete Agreements 27:25

10M ago27:25

27:25

It's the Wild West with non-compete agreements. Michelle explains what's going on with: Non-compete agreements Non-solicitation agreements In Washington state On the federal level Exempt versus non-exempt employees And much more A very timely and fast changing topic relevant to all business owners and buyers. This was recorded prior to July 3, 2024…

1
How To Use 1031s and DSTs To Minimize Real Estate Taxes with Greg Smith, VP of IPX1031 30:56

10M ago30:56

30:56

6In this episode Adam sits down with Greg Smith, VP of IPX1031, to unravel the complexities of 1031 exchanges and Delaware Statutory Trusts (DSTs). As experts in the field, Greg and his team help real estate sellers minimize tax liabilities and reinvest those savings into their next ventures, making these tools invaluable for savvy investors. Throu…

1
Preserving Legacy - It's Not Just the Money 5:10

10M ago5:10

5:10

Both the local (Seattle) and national press recently had articles on the drama around Rite Aid's buying of local favorite Bartell Drugs. FYI, it hasn't gone well with 1/3 of the Bartell stores closing in the few years since the acquisition. A majority of business owners I talk with comment on how they want their employees taken care of when they se…

1
Exciting or Boring? Which Business is Best? 4:08

10M ago4:08

4:08

There are a lot of exciting things in life, or at least there should be. But should it be your business (or the one you want to buy)? Listen and learn what makes the best business type to own or buy. John Martinka Jessica Martinka Contact us via either website or give us a call and be sure to check out our videos https://nokomisadvisory.com/ https:…

1
Discussion with Phillip Hogan of Signing Services of America on Building a Business 24:03

11M ago24:03

24:03

After serving 4 years in the US Navy, he earned his Masters in Social Work and founded Housing Matters of NY, an organization that provided transitional housing to formerly incarcerated male nonviolent offenders. With a vision to continue his family’s legacy of entrepreneurship, Phillip went on to redefine the signing service industry when he found…

1
Mastering Financial Metrics and Team Building with Jody Grunden 51:45

11M ago51:45

51:45

6In this episode of "Elevate Your Business," Adam sits down with Jody Grunden, Co-founder of Summit CPA Group and partner at Summit Virtual CFO by Anders. Summit Virtual CFO is recognized as the leading provider of virtual CFO services across North America, assisting over 100 businesses in maximizing profits, minimizing taxes, and increasing cash f…

1
What's the Multiple (of Earnings)? 7:40

11M ago7:40

7:40

What's the multiple is a common question. There's a lot more to it than just picking a number. In this episode we cover: Multiple versus price/earnings ratio Terminology for earnings Why multiples don't come out of the air Sanity checks Historic ranges The multiple is really how you calculate return on investment, so pay attention. John Martinka Je…

1
From Adversity to Thriving Restaurateur: A Conversation with Just Chicken Founder D'Andre Martin 41:44

11M ago41:44

41:44

In this episode of "Elevate Your Business," Adam sits down with DeAndre Martin, the dynamic restaurateur behind Just Chicken, to delve into his remarkable journey from a troubled past to entrepreneurial success. D'Andre's story is one of resilience and transformation. Inspired by his hardworking mother, who juggled three jobs, and motivated by a pi…

1
Discussion with Trever Acers of Objective, Investment Banking & Valuation 37:11

11M ago37:11

37:11

Trever Acers joins John to discuss: Trends in M&A Getting a business seller a higher value and price Biggest mistake owners make with being solicited by buyers How sellers can motivate the best buyers to take action Objective, Investment Banking & Valuation (“Objective”) is a leading investment banking and valuation firm that services middle market…

1
The Most Important Question for a Business Seller 6:34

11M ago6:34

6:34

The most important question a business buyer can ask a seller is: Why are you selling? The trite answer, "To pursue other interests" doesn't cut it. It just raises skepticism. List for the best and worst answers, i.e., reasons to sell. John Martinka Jessica Martinka Contact us via either website or give us a call and be sure to check out our videos…

Podcasts Worth a Listen

Adam Koos Podcasts

Podcasts Worth a Listen